Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

(This article is adapted from the new book 5@55: The 5 Essential Legal Documents You Need by Age 55.) One of the most important things someone can do to best ensure their estate is handled without a ...

An executor is responsible for managing the deceased's finances, settling debts and distributing assets as outlined in the will. Tasks of an executor include notifying authorities, closing accounts ...

Drafting a last will and testament can help to ensure that your assets are distributed according to your wishes after you pass away. You can also use your will to name a legal guardian for minor ...

Can an Executor Be a Beneficiary? The short answer to the question of whether an executor of a will can be a beneficiary is yes. Serving as an executor of a will involves significant time commitment ...

The old saying that “you can’t pick your family” may be true. But you can pick the executor of your estate and it doesn’t have to be a member of your family. Sometimes, in fact, it’s better when the ...

Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since establishing the firm in 2004, Larry has prioritized personalized financial planning for families. His ...

A Will, is an instrument by which the Testator (person preparing the Will) expresses his desire and wishes for distribution of his estate upon his demise. It is a legal declaration of the intention of ...